Investing and Advice
Backed by over 80 years of experience helping Ontarians realize their life goals through smart financial planning, ECU – A Division of WFCU Credit Union’s wealth management division, Avanti Investment Services, in partnership with Credential Asset Management Inc., is highly qualified to assist you with your financial planning, investment portfolio, and wealth management needs.
Our Avanti Investment Services team, with support from our partners, offers personalized service and is dedicated to working with you to define your goals and develop your investment portfolio through an extensive selection of products and services.
Whether you’re saving for your first home, planning for retirement, or protecting your estate, our team is here to help you achieve your financial goals – even in a challenging marketplace.
To help get you started on your investment journey, click here for a beginner’s guide to investing and building wealth.
What are your investment goals?
Do you want more flexibility, a potentially higher return, and a diversified financial portfolio? ECU – A Division of WFCU Credit Union provides a full range of investment options that can offer:
- Escalating guaranteed rates
- Access to your funds
- Regular income
- Higher rates for locked-in investments
With over four decades of experience in helping people achieve their financial goals, ECU – A Division of WFCU Credit Union, in partnership with Credential Asset Management Inc., is highly qualified to assist you with your financial planning needs.
For more information about our Investing and Advice services:
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
